Contact Support

Adoption Dashboard

Updated

The Adoption Dashboard is a powerful tool that provides a clear and insightful overview of key adoption metrics, empowering you, as an Awardco admin, to track progress, identify trends, and take informed actions to optimize your organization’s platform and recognition programs. Refer to the following instructions for accessing the dashboard and understanding its data and visualizations.

  1. Navigating to the Dashboard
  2. Setting Monthly Targets
  3. Data Filter
  4. Saving a View
  5. Overview
  6. Login Metrics
  7. Recognition Metrics
  8. Redemption Metrics
  9. Exporting Charts and Graphs
  10. Adoption Dashboard Settings

 

Navigating to the Dashboard

  1. Log into your platform.
  2. Select the “Admin” button at the bottom of the left navigation menu.
  3. In the left-hand navigation menu, select "Insights" then “Dashboard” from the left navigation menu. If the Admin Dashboard is your default view, it will load automatically. Otherwise, choose "Adoption - Admin" from the dashboard dropdown menu at the top.

 

 

 

 

Setting Monthly Targets

This step is only available for users with the Super Admin Role.

 

To maximize the dashboard's effectiveness, consider configuring your target rate goals. The Monthly Targets feature allows Super Admins to set monthly targets for the four key metrics that display in the Overview section's line chart: Login Rate, Recognition Given Rate, Recognition Received Rate, and Redemption Rate. This feature must be enabled to set and view targets.

  1. Click the “Settings” tab on the Dashboard page in the admin portal.
  2. Click on the "Monthly Targets" tab.
  3. Ensure the "Enable Monthly Targets" toggle is switched on.
  4. For each of the four key metrics, enter the desired target percentage for the upcoming month. You must manually update these targets before the 1st of each month to ensure accurate data.



     
  5. Navigate back to the "Dashboards" tab and select the "Admin" dashboard.
  6. To see the targets, ensure the time frame filter is set to "This Year" and Select “Run Dashboard.” The targets will appear as green indicators on the line chart in the Overview section, starting from the month the target was enabled.

 

Data Filter

Before diving into the metrics, you can refine the data displayed to focus on specific segments. These filters are optional; if no filter is selected, the dashboard will display data for all available categories.

  • Time Frame: Select the period you want to analyze. Choose from preset options or specify a custom date range. You can toggle between your local time and UTC (Universal Time Coordinated). UTC is generally recommended for consistency with Awardco reports.

 

Once you've selected your desired filters, click the “Run Dashboard" button to update the data.

 

Saving a View

After applying your desired filters and running the dashboard, you can save your view by following these steps:

  1. Click the "Save View" button, located near the "Run Dashboard" button.
  2. Enter a name for your saved view.
  3. Click "Save".   Once saved, you can access your view from the dropdown menu at the top of the dashboard. If you "star" or favorite a saved view, it will become the default view that loads automatically when you access the Adoption Dashboard.

 

 

Overview

This section provides a high-level view of your platform and program's adoption through key rate metrics in call-out cards:

  • Login Rate: Percentage of users who have logged in at least once within the selected time period.
  • Recognitions Given Rate: Percentage of users who have given at least one recognition within the selected time period.
  • Recognition Received Rate: Percentage of users who have received at least one recognition within the selected time period.
  • Redemption Rate: Percentage of users who have redeemed points at least once within the selected time period.

 

Below these, a Line Chart visually displays these rates over time within tabs,  allowing comparison of the current and previous periods.


 

(Super Admins Only) With enabled settings, target lines will appear on the  “This Year" view, tracking progress against your monthly goals as green indicators from the enabled month.

 

 

To the right of the chart toggles, the “View Recommended Actions” button opens a modal with general suggestions to improve selected rates. For each suggestion, you can track its status using a dropdown menu:

  • Not started
  • In progress (start date recorded upon selection)
  • Ongoing
  • Completed (completion date recorded upon selection)
  • Not Applicable

 

Each recommendation includes a link to a support article with detailed implementation instructions.

 

 

Login Metrics

This top part of this section details user login activity via call-out cards:

  • Unique user logins: The total count of individual users logged in during the selected period (each user counted once).
  • First-time logins: The number of users logging in for the first time during the selected period.
  • Total logins: The total number of all login attempts in the selected period.



 

The following graphs come from the Login Report.You can apply more data filters here as you did for the overall dashboard to narrow down this data. 

  • “Login Rate by…” Line Chart: Use the dropdown menu to view login rates by specific organizational groups (country, supervisor group, role, metadata, etc.).
  • “Logins by User”: Use the checkboxes to narrow login data to specific users.

 

Links to reports from where the graphs are derived are provided for users with access. An error message will appear for those without access.

 

 

Recognition Metrics

This section focuses on recognition activity, with key metrics in call-out cards:

  • Total Recognitions: The total number of approved or completed recognitions given during the selected period.
  • Total Reactions: Total reactions given on the social feed during the selected period.
  • Total Comments: Total comments given on the social feed during the selected period.

 

The following graphs and visualizations come from various platform reports. Apply data filters to refine this view.

  • “Recognitions Received/Given by…” Line Graph: Use the dropdown to view recognition rates by organizational groups. Toggle between “Recognitions Given” and “Recognitions Received” data. Use checkboxes to filter by specific countries, users, roles, etc.
  • “Top Recognitions by…” Pie Chart: This chart summarizes recognition data based on the selected filter in the dropdown menu (e.g., Budget).
  • “Limit Utilization by...” Bar Graph: This visualization shows point and recognition limit utilization across different categories. Use the ‘Group By’ option to focus on specific segments and toggle to view data as points or recognitions.
  • “Budget Utilization Comparison” Bar Graph: This graph compares budget utilization. Use checkboxes to view specific budgets. The darker section represents points “Actually Utilized" (points allocated to wallets), and the lighter section represents “Budget Allotment” (total points allotted to that budget.)

 

Links to reports from where the graphs are derived are provided for users with access. An error message will appear for those without access.

 



 

Redemption Metrics

This section provides insights into point redemption activity via call-out cards:

  • Total Redemption Points Spent: The total points spent during the selected period.
  • Average Points Per Order
  • Orders

 

The following graphs and visualizations are from various platform reports. Apply data filters as needed.

  • “Redemption Rate by…” Line Graph: Use the dropdown to view redemption rates over time by organizational groups. Use checkboxes to filter by specific countries, users, roles, etc.
  • “User Point Balance Utilization” Bar Graph: This graph compares user point balance utilization. The darker section represents redeemed points, and the lighter section represents available points. Use checkboxes to view specific users and the dropdown to group data (users, country, supervisor, role, metadata). Toggle to display as percentage or number.
  • “Top Redemptions by Award Option” Pie Chart: This chart shows popular redemption options. Use the dropdown menu to filter data (e.g., Award Option, Award Item, Employee status).

 

Links to reports from where the graphs are derived are provided for users with access. An error message will appear for those without access.

 

 

Exporting Charts and Graphs

To export any chart, graph, or data visualization as an image, click the circular icon at the top-right corner of the graph and select Export as PNG. 

 

Adoption Dashboard Settings

To access the settings for the Adoption Dashboard:

  1. Log into your platform.
  2. Select the “Admin” button at the bottom of the left navigation menu.
  3. Click “Insights” then “Dashboard” from the left navigation menu.
  4. Click the "Settings" tab within the dashboard view.

 

Under the Admin Dashboards tab, you can manage dashboard access. The New Monthly Targets tab allows Super Admins to configure monthly performance goals.

 

Configuring Access

By default, only Super Admins can access the Admin Adoption Dashboard. To grant access to other roles (e.g., Managers):

  1. Log into your platform.
  2. Select the “Admin” button at the bottom of the left navigation menu.
  3. Click “Insights” then “Dashboard” from the left navigation menu.
  4. Click the "Settings" tab within the dashboard view.
  5. In the Admin Dashboards tab, find the "Admin" dashboard listing.
  6. Click the three vertical dots (ellipsis) to the right of "Admin" and select "Edit."
  7. Check the boxes next to the roles you want to grant access to.
  8. Click "Save" to apply your changes.

 

Important Note: Exercise caution when granting access to roles other than Super Admins. Users with access to the Admin dashboard can view recognition data across the entire organization.

 



 




 

If you have any questions, please contact Awardco Admin Support.

Related to